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Install and update Automation 360 IQ Bot

  • Updated: 8/31/2021
    • Automation 360 v.x
    • Install
    • IQ Bot
    • Process flow

Install and update Automation 360 IQ Bot

This collection of topics guide you through the process of installing or setting up Automation 360 IQ Bot Community Edition, On-Premises, and Cloud.

Automation 360 IQ Bot Community Edition

Login using the IQ Bot URL and login credentials you received via email.

  • The URL points to your Automation 360 instance.
  • If you are an IQ Bot Community Edition user, the login credentials are those you set when you registered.
  • Complete the steps in Get started with Community Edition.

    The steps for IQ Bot Community Edition are the same as Automation 360 registration.

  • Begin using IQ Bot Community Edition by creating learning instances.

    See Using IQ Bot for intelligent document processing for more information.

Automation 360 IQ Bot On-Premises

Step 1: Pre-installation
Go to Automation Anywhere support site and download the Automation 360 IQ Bot On-Premises package:

A-People Downloads page (Login required)

Note: Automation 360 IQ Bot On-Premises uses a 3-node cluster to ensure high availability (HA).

High availability and disaster recovery overview

Review and verify the requirements and options before installing IQ Bot. This topic provides you important information about the supported operating systems, hardware and software requirements, and the prerequisite steps you have to complete even before you begin the installation process.
IQ Bot installation prerequisites
Verify the hardware, software, and configuration required to install IQ Bot in your environment. Follow the pre-installation checklist before installing IQ Bot.
Step 2: IQ Bot installation
Install IQ Bot using any of the following installation options:
Installing IQ Bot in Express mode
Install IQ Bot in Express mode with the default settings.
Installing IQ Bot in Custom mode
Use Custom mode to install IQ Bot with configuration details.
Installing IQ Bot in Cluster mode
Install IQ Bot in Cluster mode for improved throughput.
Installing IQ Bot in Cluster mode on Amazon EC2
Install IQ Bot in the cluster mode on Amazon Elastic Compute Cloud (Amazon EC2).
Step 3: Post installation
After downloading IQ Bot, register with the Control Room and do the various configurations as required. You would also go through the checklist to ensure all services, databases, tables, and configuration settings are in place.
Post-installation checklist
Verify if IQ Bot is installed, ensure the IQ Bot services are running using the healthcheck APIs, and register IQ Bot with Control Room.
Step 4 (optional): Install an OCR engine
During IQ Bot installation, the system sets the latest version of Tesseract Optical Character Reader as the default OCR engine. To use a different engine, follow the steps in the respective link:
Use Microsoft Azure Computer Vision OCR engine
Use ABBYY FineReader Engine OCR engine in IQ Bot
Use Google Vision API OCR engine
Use Tegaki API OCR engine
Step 5: Login and set up the Control Room
Create and register IQ Bot specific users in the Control Room. Learn more about IQ Bot roles and access permissions:

User roles and permissions

Next: Connect to IQ Bot with the assigned user role, and begin creating learning instances
Get started with Automation 360 IQ Bot

Automation 360 IQ Bot Cloud deployed

Follow these steps to deploy and register as a user:

Step 1: Pre-installation

If you are your company's principal administrator and ordered Cloud deployed Automation 360 IQ Bot, you receive an email from Automation Anywhere with your URL and credentials.

Step 2: Log in to IQ Bot
To log in to Automation 360, open the Control Room URL in your browser, enter your credentials in the login screen, and click Log in.
Log in to Automation Anywhere Control Room
Step 3: Set up the Control Room
Create and register IQ Bot specific users in the Control Room. Learn more about IQ Bot roles and access permissions:
User roles and permissions
Next: Connect to IQ Bot with the assigned user role, and begin creating learning instances
Go to the Control Room dashboard to access the IQ Bot URL link.
Get started with Automation 360 IQ Bot
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